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CRM tips & Tricks Jojo Dwivedi 9/25/2017 Templeton Solutions.

Published byCarlos Eduardo Júlio Monsanto das Neves Modified over 6 years ago

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Presentation on theme: "CRM tips & Tricks Jojo Dwivedi 9/25/2017 Templeton Solutions."— Presentation transcript:

1 CRM tips & Tricks Jojo Dwivedi 9/25/2017 Templeton Solutions

2 Looking For ... Quick Search Global Search Advanced Find

3 Looking for records by Name Criteria Quick Search Global Search
Advanced Find

4 Quick Search Located at the top right of each grid view
Search is not case sensitive. Wildcard Search - Use an asterisk before your search When looking for “bank of America” *of America *America

5 Searches all selected fields

6 Global Search Multi Entity Search (up to 10 entities)
Displays first 3 columns of the record quick find view Search using 1 or more characters and wildcard searches Initial a global search from the navigation bar Create new records straight from the global search view Global search provides vertical scrolling

7 Global Search (Multi entity Lookup)

8 Advanced Find Can be used to search any record type (entity)

9 Search by any field Complex filters and queries based on any fields within or related to the record being searched

10 Edit Columns

11 Sharing Views

12 Actions you can perform on Results
Mass Operations: Mail Merge, Edits, Share, Assign, Follow/Unfollow, Activate/Deactivate records Send Direct Add to Marketing List or create a dynamic marketing list Quick Campaign Run a workflow or start a dialog Add Connection (One Record at a time) Run a report Apply Excel and Word Templates Export to Excel

13 Bulk Operation

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